Since bottoming out in March 2009, the S&P and the stock market, in general, have gone on a bull market run. No one can predict when that will end or when the next big downturn will occur, but investors can make a choice about how they want their money managed.
The options are fairly simple: 1) “Buy and hold” strategies that most certainly will decline significantly in the next stock market crash or 2) “active money management” where managers are managing risk first in their strategies.
If you are of the mindset that you would like your investments to be actively managed in an effort to reduce risk, contact us to learn more about our multi-manager approach to managing risk in the stock market.
Most people have no idea of the true risk of their investments in the stock market. If you would like to score your top investment holdings using an online app, please contact us.
Most people don’t understand their own true tolerance for taking risk in the stock market. As part of our process, we take clients through an investment risk tolerance questionnaire. It takes less than five minutes to get through and at the end you are provided with a risk score on a scale of 1-100. To find your personal risk tolerance, click here to try our our risk questionnaire.
While we recommend people use our Quick Score App to score the risk of individual holdings, what’s better is to have your entire portfolio scored. Once you have your personal risk score in hand and once you know the risk score of your overall portfolio, then you are in a position to determine if what you are invested in is “suitable” for you or whether you need to take steps to lessen your risk.
To find out how much risk is in your current investment portfolio, please email support@aswealthmanagement.com or give us a call at 206-803-6216. We have a national network of advisors who are ready to help.
*Numbers from Yahoo Finance.